Probate Executive

Probate Executive

Full-Time 50000 - 60000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage probate and estate administration, providing clear advice to clients.
  • Company: Leading London law firm with a top-tier reputation in private client work.
  • Benefits: Competitive salary, pension scheme, medical insurance, and generous holiday entitlement.
  • Other info: Structured career path with opportunities for further professional qualifications.
  • Why this job: Join a prestigious firm and make a real difference in clients' lives.
  • Qualifications: Experience in probate and estate administration; CILEX or STEP qualification preferred.

The predicted salary is between 50000 - 60000 £ per year.

About the Role

Our client, a leading, long-established London law firm recognised in Chamber and Legal 500, is now seeking a Private Client Legal Executive to join its highly regarded Probate team. Based in prestigious central London offices, this well-respected firm is recognised for its top-tier private client work, advising HNW individuals and families. This is an excellent opportunity for a confident and technically capable individual to manage a varied caseload of probate and estate administration matters, as well as supporting senior lawyers on more complex estates.

The role will involve administering estates, including:

  • Collecting assets and identifying liabilities
  • Liaising with banks, financial institutions, valuers, and other third parties
  • Preparing applications for Grants of Probate and Letters of Administration
  • Handling estate accounts and distributions
  • Managing estate tax reporting and liaising with HMRC
  • Providing clear, practical advice to executors and beneficiaries throughout

Candidate Requirements

You will need to have solid private client experience and be highly organised, detail-oriented, and comfortable dealing directly with clients. Applicants will ideally have experience in probate and estate administration within a law firm or similar environment, and a professional qualification such as CILEX or STEP. Strong communication skills, both written and verbal, excellent attention to detail and numeracy, and the ability to work both independently and as part of a team are essential. The role may also offer a pathway to further professional qualification for the right candidate.

On offer

This is a fabulous opportunity to join a leading Holborn firm that can offer top quality work and a structured career path. The firm values its staff and shows it. On offer is a competitive salary and a benefits package that boasts a pension scheme, medical insurance, generous life assurance and holiday entitlement.

Probate Executive employer: Alford & Bishop

Join a prestigious London law firm renowned for its top-tier private client work, where you will be part of a supportive and collaborative culture that values professional growth. With a competitive salary and an attractive benefits package including pension, medical insurance, and generous holiday entitlement, this role as a Probate Executive offers not just a job, but a meaningful career path in a dynamic environment. The firm's commitment to employee development ensures that you will have opportunities to enhance your skills and qualifications while working on varied and complex probate matters.

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Contact Details:

Alford & Bishop Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Probate Executive

Tip Number 1

Network like a pro! Attend industry events, join relevant groups on LinkedIn, and connect with professionals in the probate field. You never know who might have the inside scoop on job openings or can refer you to someone at a law firm.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of probate law and estate administration. Be ready to discuss your experience and how it aligns with the role. Practise common interview questions and think about how you can showcase your attention to detail and client management skills.

Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re the perfect fit for their probate team.

Tip Number 4

Don’t forget to check out our website for the latest job openings! We often have roles that might not be advertised elsewhere, so keep an eye out and apply directly through us for the best chance of landing that Probate Executive position.

We think you need these skills to ace Probate Executive

Probate and Estate Administration
Private Client Experience
Attention to Detail
Organisational Skills
Client Liaison
Communication Skills
Numeracy

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Probate Executive role. Highlight your private client experience and any relevant qualifications like CILEX or STEP. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about probate and estate administration. Share specific examples of your experience and how you can contribute to our top-tier team.

Show Off Your Communication Skills:Since strong communication is key in this role, make sure your written application reflects that. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We love a bit of character!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our fantastic team!

How to prepare for a job interview at Alford & Bishop

Know Your Stuff

Make sure you brush up on your probate and estate administration knowledge. Familiarise yourself with the key processes, such as applying for Grants of Probate and managing estate accounts. This will not only show your expertise but also your genuine interest in the role.

Showcase Your Communication Skills

Since the role involves liaising with clients and third parties, practice articulating complex legal concepts in simple terms. Prepare examples of how you've effectively communicated with clients in the past, as this will demonstrate your ability to provide clear, practical advice.

Be Organised and Detail-Oriented

Bring along examples of how you've managed a varied caseload in previous roles. Highlight your organisational skills and attention to detail, as these are crucial for handling estate tax reporting and liaising with HMRC. Consider discussing specific tools or methods you use to stay organised.

Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to private client work and their expectations for the Probate Executive role. This shows that you're not just interested in the job, but also in how you can contribute to the firm's success and grow within it.